Empirical Asset Management, LLC Schwab Short Term Us Treasury Transaction History

Empirical Asset Management, LLC

  • $293 Billion
  • Q1 2025

A detailed history of Empirical Asset Management, LLC transactions in Schwab Short Term Us Treasury stock. As of the latest transaction made, Empirical Asset Management, LLC holds 14,064 shares of SCHO stock, worth $342,036. This represents 0.12% of its overall portfolio holdings.

Number of Shares
14,064
Previous 14,759 4.71%
Holding current value
$342,036
Previous $355,000 96327.61%
% of portfolio
0.12%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$24.1 - $24.34 $16,749 - $16,916
-695 Reduced 4.71%
14,064 $342 Million
Q4 2024

Jan 15, 2025
BUY
$24.06 - $48.88 $190,338 - $386,689
7,911 Added 115.52%
14,759 $355,000
Q3 2024

Oct 11, 2024
BUY
$47.93 - $49.06 $5,799 - $5,936
121 Added 1.8%
6,848 $335,000
Q2 2024

Aug 09, 2024
BUY
$47.75 - $48.13 $429 - $433
9 Added 0.13%
6,727 $323,000
Q1 2024

May 10, 2024
BUY
$48.05 - $48.63 $14,078 - $14,248
293 Added 4.56%
6,718 $323,000
Q4 2023

Jan 12, 2024
BUY
$47.66 - $48.45 $1,334 - $1,356
28 Added 0.44%
6,425 $311,000
Q3 2023

Nov 01, 2023
BUY
$47.78 - $48.2 $33,876 - $34,173
709 Added 12.46%
6,397 $306,000
Q2 2023

Aug 01, 2023
SELL
$48.06 - $48.89 $1,585 - $1,613
-33 Reduced 0.58%
5,688 $273,000
Q1 2023

Apr 18, 2023
BUY
$47.8 - $49.0 $143 - $147
3 Added 0.05%
5,721 $279,000
Q4 2022

Jan 31, 2023
SELL
$47.89 - $48.47 $1,197 - $1,211
-25 Reduced 0.44%
5,718 $275,000
Q3 2022

Oct 19, 2022
SELL
$48.15 - $49.37 $1,396 - $1,431
-29 Reduced 0.5%
5,743 $277,000
Q4 2021

May 06, 2022
BUY
$50.83 - $51.21 $293,390 - $295,584
5,772 New
5,772 $294,000

Others Institutions Holding SCHO

# of Institutions
692
Shares Held
307M
Call Options Held
104K
Put Options Held
38.4K
View Full List

About SCHWAB SHORT-TERM US TREASURY

SCHO Quotes by TradingView
  • Ticker SCHO
  • Sector ETFs
  • Industry ETFs
More about SCHO
Track This Portfolio

Track Empirical Asset Management, LLC Portfolio

Follow Empirical Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Empirical Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email